BotIntelli — Data Stories User Guide
This guide explains Data Stories: what they are, how to generate and view a data story, and how to download reports (DOCX/PDF).
What Are Data Stories?
Data Stories are narrative reports generated from your data—e.g. a weekly or monthly summary with key metrics, trends, and text. You can generate a new story (with period and title) or open an existing one, then download it as DOCX or PDF.
Where to Find It
- Sidebar: AI Analytics → Data Stories.
- URL:
https://app.botintelli.com/dashboard?view=data-stories.
Complete User Journey
Step 1: Open Data Stories
- You see options to generate a new story or view existing stories (if the app lists them). There may be a period selector (e.g. weekly, monthly) and a title field.
Step 2: Generate a New Story
- Period (if required): Choose the time period (e.g. “Last week”, “Last month”, “Q1”).
- Title (optional): Enter a title for the story (e.g. “Weekly sales summary”).
- Click Generate or “Generate story.” The system builds the narrative from your data; when ready, the story opens in the Data Story viewer.
Step 3: View the Story
- The Data Story viewer shows the generated narrative (sections, metrics, trends). Scroll to read. You may be able to open other saved stories from a list.
Step 4: Download the Report
- Download button: Use Download report (or “Download”).
- Format: Choose DOCX or PDF. The file is generated and downloaded to your device.
Step 5: Download an Existing Story (When Listed)
- If the app shows a list of past stories, open one and use Download report → DOCX or PDF to get the file.
Input Fields and Actions
| Element | What to do |
|---|---|
| Period | Select the time range for the story (e.g. weekly, monthly). |
| Title | Optional title for the new story. |
| Generate | Start generation of a new data story. |
| Story viewer | Read the generated narrative; switch story if list exists. |
| Download report | Download current or selected story as DOCX or PDF. |
Tips and Troubleshooting
- Generation slow: Large data or complex stories can take time; wait for completion or check for errors.
- Download failed: Retry; ensure pop-ups or downloads aren’t blocked.
- No data in story: Ensure pipelines and data sources are connected and have data for the chosen period.
Quick Reference
| Goal | Action |
|---|---|
| Create a story | Set period (and optional title) → Generate. |
| Read story | Open it in the Data Story viewer. |
| Get a file | Download report → choose DOCX or PDF. |
For ad-hoc charts and questions, use AI Insights. For step-by-step investigations, see AI Investigator.